1 # -*- coding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
7 # This program is free software: you can redistribute it and/or modify
8 # it under the terms of the GNU Affero General Public License as
9 # published by the Free Software Foundation, either version 3 of the
10 # License, or (at your option) any later version.
12 # This program is distributed in the hope that it will be useful,
13 # but WITHOUT ANY WARRANTY; without even the implied warranty of
14 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
15 # GNU Affero General Public License for more details.
17 # You should have received a copy of the GNU Affero General Public License
18 # along with this program. If not, see <http://www.gnu.org/licenses/>.
20 ##############################################################################
23 from datetime import datetime
24 from operator import itemgetter
26 from openerp import SUPERUSER_ID
27 from openerp import tools
28 from openerp.addons.base.res.res_partner import format_address
29 from openerp.osv import fields, osv, orm
30 from openerp.tools import html2plaintext
31 from openerp.tools.translate import _
33 CRM_LEAD_FIELDS_TO_MERGE = ['name',
65 class crm_lead(format_address, osv.osv):
68 _description = "Lead/Opportunity"
69 _order = "priority,date_action,id desc"
70 _inherit = ['mail.thread', 'ir.needaction_mixin']
74 # this is only an heuristics; depending on your particular stage configuration it may not match all 'new' stages
75 'crm.mt_lead_create': lambda self, cr, uid, obj, ctx=None: obj.probability == 0 and obj.stage_id and obj.stage_id.sequence <= 1,
76 'crm.mt_lead_stage': lambda self, cr, uid, obj, ctx=None: (obj.stage_id and obj.stage_id.sequence > 1) and obj.probability < 100,
77 'crm.mt_lead_won': lambda self, cr, uid, obj, ctx=None: obj.probability == 100 and obj.stage_id and obj.stage_id.fold,
78 'crm.mt_lead_lost': lambda self, cr, uid, obj, ctx=None: obj.probability == 0 and obj.stage_id and obj.stage_id.fold and obj.stage_id.sequence > 1,
82 def get_empty_list_help(self, cr, uid, help, context=None):
83 if context.get('default_type') == 'lead':
84 context['empty_list_help_model'] = 'crm.case.section'
85 context['empty_list_help_id'] = context.get('default_section_id')
86 context['empty_list_help_document_name'] = _("leads")
87 return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
89 def _get_default_section_id(self, cr, uid, context=None):
90 """ Gives default section by checking if present in the context """
91 return self._resolve_section_id_from_context(cr, uid, context=context) or False
93 def _get_default_stage_id(self, cr, uid, context=None):
94 """ Gives default stage_id """
95 section_id = self._get_default_section_id(cr, uid, context=context)
96 return self.stage_find(cr, uid, [], section_id, [('fold', '=', False)], context=context)
98 def _resolve_section_id_from_context(self, cr, uid, context=None):
99 """ Returns ID of section based on the value of 'section_id'
100 context key, or None if it cannot be resolved to a single
105 if type(context.get('default_section_id')) in (int, long):
106 return context.get('default_section_id')
107 if isinstance(context.get('default_section_id'), basestring):
108 section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=context['default_section_id'], context=context)
109 if len(section_ids) == 1:
110 return int(section_ids[0][0])
113 def _resolve_type_from_context(self, cr, uid, context=None):
114 """ Returns the type (lead or opportunity) from the type context
115 key. Returns None if it cannot be resolved.
119 return context.get('default_type')
121 def _read_group_stage_ids(self, cr, uid, ids, domain, read_group_order=None, access_rights_uid=None, context=None):
122 access_rights_uid = access_rights_uid or uid
123 stage_obj = self.pool.get('crm.case.stage')
124 order = stage_obj._order
125 # lame hack to allow reverting search, should just work in the trivial case
126 if read_group_order == 'stage_id desc':
127 order = "%s desc" % order
128 # retrieve section_id from the context and write the domain
129 # - ('id', 'in', 'ids'): add columns that should be present
130 # - OR ('case_default', '=', True), ('fold', '=', False): add default columns that are not folded
131 # - OR ('section_ids', '=', section_id), ('fold', '=', False) if section_id: add section columns that are not folded
133 section_id = self._resolve_section_id_from_context(cr, uid, context=context)
135 search_domain += ['|', ('section_ids', '=', section_id)]
136 search_domain += [('id', 'in', ids)]
138 search_domain += ['|', ('id', 'in', ids), ('case_default', '=', True)]
139 # retrieve type from the context (if set: choose 'type' or 'both')
140 type = self._resolve_type_from_context(cr, uid, context=context)
142 search_domain += ['|', ('type', '=', type), ('type', '=', 'both')]
144 stage_ids = stage_obj._search(cr, uid, search_domain, order=order, access_rights_uid=access_rights_uid, context=context)
145 result = stage_obj.name_get(cr, access_rights_uid, stage_ids, context=context)
146 # restore order of the search
147 result.sort(lambda x, y: cmp(stage_ids.index(x[0]), stage_ids.index(y[0])))
150 for stage in stage_obj.browse(cr, access_rights_uid, stage_ids, context=context):
151 fold[stage.id] = stage.fold or False
154 def fields_view_get(self, cr, user, view_id=None, view_type='form', context=None, toolbar=False, submenu=False):
155 res = super(crm_lead, self).fields_view_get(cr, user, view_id, view_type, context, toolbar=toolbar, submenu=submenu)
156 if view_type == 'form':
157 res['arch'] = self.fields_view_get_address(cr, user, res['arch'], context=context)
161 'stage_id': _read_group_stage_ids
164 def _compute_day(self, cr, uid, ids, fields, args, context=None):
166 :return dict: difference between current date and log date
168 cal_obj = self.pool.get('resource.calendar')
169 res_obj = self.pool.get('resource.resource')
172 for lead in self.browse(cr, uid, ids, context=context):
177 if field == 'day_open':
179 date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
180 date_open = datetime.strptime(lead.date_open, "%Y-%m-%d %H:%M:%S")
181 ans = date_open - date_create
182 date_until = lead.date_open
183 elif field == 'day_close':
185 date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
186 date_close = datetime.strptime(lead.date_closed, "%Y-%m-%d %H:%M:%S")
187 date_until = lead.date_closed
188 ans = date_close - date_create
192 resource_ids = res_obj.search(cr, uid, [('user_id','=',lead.user_id.id)])
193 if len(resource_ids):
194 resource_id = resource_ids[0]
196 duration = float(ans.days)
197 if lead.section_id and lead.section_id.resource_calendar_id:
198 duration = float(ans.days) * 24
199 new_dates = cal_obj.interval_get(cr,
201 lead.section_id.resource_calendar_id and lead.section_id.resource_calendar_id.id or False,
202 datetime.strptime(lead.create_date, '%Y-%m-%d %H:%M:%S'),
207 date_until = datetime.strptime(date_until, '%Y-%m-%d %H:%M:%S')
208 for in_time, out_time in new_dates:
209 if in_time.date not in no_days:
210 no_days.append(in_time.date)
211 if out_time > date_until:
213 duration = len(no_days)
214 res[lead.id][field] = abs(int(duration))
218 'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null', track_visibility='onchange',
219 select=True, help="Linked partner (optional). Usually created when converting the lead."),
221 'id': fields.integer('ID', readonly=True),
222 'name': fields.char('Subject', size=64, required=True, select=1),
223 'active': fields.boolean('Active', required=False),
224 'date_action_last': fields.datetime('Last Action', readonly=1),
225 'date_action_next': fields.datetime('Next Action', readonly=1),
226 'email_from': fields.char('Email', size=128, help="Email address of the contact", select=1),
227 'section_id': fields.many2one('crm.case.section', 'Sales Team',
228 select=True, track_visibility='onchange', help='When sending mails, the default email address is taken from the sales team.'),
229 'create_date': fields.datetime('Creation Date', readonly=True),
230 'email_cc': fields.text('Global CC', help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
231 'description': fields.text('Notes'),
232 'write_date': fields.datetime('Update Date', readonly=True),
233 'categ_ids': fields.many2many('crm.case.categ', 'crm_lead_category_rel', 'lead_id', 'category_id', 'Categories', \
234 domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]"),
235 'type_id': fields.many2one('crm.case.resource.type', 'Campaign', \
236 domain="['|',('section_id','=',section_id),('section_id','=',False)]", help="From which campaign (seminar, marketing campaign, mass mailing, ...) did this contact come from?"),
237 'channel_id': fields.many2one('crm.case.channel', 'Channel', help="Communication channel (mail, direct, phone, ...)"),
238 'contact_name': fields.char('Contact Name', size=64),
239 'partner_name': fields.char("Customer Name", size=64,help='The name of the future partner company that will be created while converting the lead into opportunity', select=1),
240 'opt_out': fields.boolean('Opt-Out', oldname='optout',
241 help="If opt-out is checked, this contact has refused to receive emails for mass mailing and marketing campaign. "
242 "Filter 'Available for Mass Mailing' allows users to filter the leads when performing mass mailing."),
243 'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"),
244 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority', select=True),
245 'date_closed': fields.datetime('Closed', readonly=True),
246 'stage_id': fields.many2one('crm.case.stage', 'Stage', track_visibility='onchange',
247 domain="['&', ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
248 'user_id': fields.many2one('res.users', 'Salesperson', select=True, track_visibility='onchange'),
249 'referred': fields.char('Referred By', size=64),
250 'date_open': fields.datetime('Assigned', readonly=True),
251 'day_open': fields.function(_compute_day, string='Days to Open', \
252 multi='day_open', type="float", store=True),
253 'day_close': fields.function(_compute_day, string='Days to Close', \
254 multi='day_close', type="float", store=True),
255 'date_last_stage_update': fields.datetime('Last Stage Update', select=True),
257 # Messaging and marketing
258 'message_bounce': fields.integer('Bounce'),
259 # Only used for type opportunity
260 'probability': fields.float('Success Rate (%)', group_operator="avg"),
261 'planned_revenue': fields.float('Expected Revenue', track_visibility='always'),
262 'ref': fields.reference('Reference', selection=crm._links_get, size=128),
263 'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
264 'phone': fields.char("Phone", size=64),
265 'date_deadline': fields.date('Expected Closing', help="Estimate of the date on which the opportunity will be won."),
266 'date_action': fields.date('Next Action Date', select=True),
267 'title_action': fields.char('Next Action', size=64),
268 'color': fields.integer('Color Index'),
269 'partner_address_name': fields.related('partner_id', 'name', type='char', string='Partner Contact Name', readonly=True),
270 'partner_address_email': fields.related('partner_id', 'email', type='char', string='Partner Contact Email', readonly=True),
271 'company_currency': fields.related('company_id', 'currency_id', type='many2one', string='Currency', readonly=True, relation="res.currency"),
272 'user_email': fields.related('user_id', 'email', type='char', string='User Email', readonly=True),
273 'user_login': fields.related('user_id', 'login', type='char', string='User Login', readonly=True),
275 # Fields for address, due to separation from crm and res.partner
276 'street': fields.char('Street', size=128),
277 'street2': fields.char('Street2', size=128),
278 'zip': fields.char('Zip', change_default=True, size=24),
279 'city': fields.char('City', size=128),
280 'state_id': fields.many2one("res.country.state", 'State'),
281 'country_id': fields.many2one('res.country', 'Country'),
282 'phone': fields.char('Phone', size=64),
283 'fax': fields.char('Fax', size=64),
284 'mobile': fields.char('Mobile', size=64),
285 'function': fields.char('Function', size=128),
286 'title': fields.many2one('res.partner.title', 'Title'),
287 'company_id': fields.many2one('res.company', 'Company', select=1),
288 'payment_mode': fields.many2one('crm.payment.mode', 'Payment Mode', \
289 domain="[('section_id','=',section_id)]"),
290 'planned_cost': fields.float('Planned Costs'),
296 'user_id': lambda s, cr, uid, c: uid,
297 'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
298 'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
299 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
300 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
302 'date_last_stage_update': fields.datetime.now,
306 ('check_probability', 'check(probability >= 0 and probability <= 100)', 'The probability of closing the deal should be between 0% and 100%!')
309 def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
312 stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context=context)
313 if not stage.on_change:
315 return {'value': {'probability': stage.probability}}
317 def on_change_partner_id(self, cr, uid, ids, partner_id, context=None):
320 partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
322 'partner_name': partner.name,
323 'street': partner.street,
324 'street2': partner.street2,
325 'city': partner.city,
326 'state_id': partner.state_id and partner.state_id.id or False,
327 'country_id': partner.country_id and partner.country_id.id or False,
328 'email_from': partner.email,
329 'phone': partner.phone,
330 'mobile': partner.mobile,
334 return {'value': values}
336 def on_change_user(self, cr, uid, ids, user_id, context=None):
337 """ When changing the user, also set a section_id or restrict section id
338 to the ones user_id is member of. """
339 section_id = self._get_default_section_id(cr, uid, context=context) or False
340 if user_id and not section_id:
341 section_ids = self.pool.get('crm.case.section').search(cr, uid, ['|', ('user_id', '=', user_id), ('member_ids', '=', user_id)], context=context)
343 section_id = section_ids[0]
344 return {'value': {'section_id': section_id}}
346 def stage_find(self, cr, uid, cases, section_id, domain=None, order='sequence', context=None):
347 """ Override of the base.stage method
348 Parameter of the stage search taken from the lead:
349 - type: stage type must be the same or 'both'
350 - section_id: if set, stages must belong to this section or
351 be a default stage; if not set, stages must be default
354 if isinstance(cases, (int, long)):
355 cases = self.browse(cr, uid, cases, context=context)
358 # check whether we should try to add a condition on type
359 avoid_add_type_term = any([term for term in domain if len(term) == 3 if term[0] == 'type'])
360 # collect all section_ids
363 if not cases and context.get('default_type'):
364 ctx_type = context.get('default_type')
367 section_ids.add(section_id)
370 section_ids.add(lead.section_id.id)
371 if lead.type not in types:
372 types.append(lead.type)
373 # OR all section_ids and OR with case_default
376 search_domain += [('|')] * len(section_ids)
377 for section_id in section_ids:
378 search_domain.append(('section_ids', '=', section_id))
379 search_domain.append(('case_default', '=', True))
380 # AND with cases types
381 if not avoid_add_type_term:
382 search_domain.append(('type', 'in', types))
383 # AND with the domain in parameter
384 search_domain += list(domain)
385 # perform search, return the first found
386 stage_ids = self.pool.get('crm.case.stage').search(cr, uid, search_domain, order=order, limit=1, context=context)
391 def case_mark_lost(self, cr, uid, ids, context=None):
392 """ Mark the case as lost: state=cancel and probability=0
393 :deprecated: this method will be removed in OpenERP v8.
396 for lead in self.browse(cr, uid, ids, context=context):
397 stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0), ('fold', '=', True), ('sequence', '>', 1)], context=context)
399 if stages_leads.get(stage_id):
400 stages_leads[stage_id].append(lead.id)
402 stages_leads[stage_id] = [lead.id]
404 raise osv.except_osv(_('Warning!'),
405 _('To relieve your sales pipe and group all Lost opportunities, configure one of your sales stage as follow:\n'
406 'probability = 0 %, select "Change Probability Automatically".\n'
407 'Create a specific stage or edit an existing one by editing columns of your opportunity pipe.'))
408 for stage_id, lead_ids in stages_leads.items():
409 self.write(cr, uid, lead_ids, {'stage_id': stage_id, 'date_closed': fields.datetime.now()}, context=context)
412 def case_mark_won(self, cr, uid, ids, context=None):
413 """ Mark the case as won: state=done and probability=100
414 :deprecated: this method will be removed in OpenERP v8.
417 for lead in self.browse(cr, uid, ids, context=context):
418 stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0), ('fold', '=', True)], context=context)
420 if stages_leads.get(stage_id):
421 stages_leads[stage_id].append(lead.id)
423 stages_leads[stage_id] = [lead.id]
425 raise osv.except_osv(_('Warning!'),
426 _('To relieve your sales pipe and group all Won opportunities, configure one of your sales stage as follow:\n'
427 'probability = 100 % and select "Change Probability Automatically".\n'
428 'Create a specific stage or edit an existing one by editing columns of your opportunity pipe.'))
429 for stage_id, lead_ids in stages_leads.items():
430 self.write(cr, uid, lead_ids, {'stage_id': stage_id, 'date_closed': fields.datetime.now()}, context=context)
433 def case_escalate(self, cr, uid, ids, context=None):
434 """ Escalates case to parent level """
435 for case in self.browse(cr, uid, ids, context=context):
436 data = {'active': True}
437 if case.section_id.parent_id:
438 data['section_id'] = case.section_id.parent_id.id
439 if case.section_id.parent_id.change_responsible:
440 if case.section_id.parent_id.user_id:
441 data['user_id'] = case.section_id.parent_id.user_id.id
443 raise osv.except_osv(_('Error!'), _("You are already at the top level of your sales-team category.\nTherefore you cannot escalate furthermore."))
444 self.write(cr, uid, [case.id], data, context=context)
447 def set_priority(self, cr, uid, ids, priority, context=None):
448 """ Set lead priority
450 return self.write(cr, uid, ids, {'priority': priority}, context=context)
452 def set_high_priority(self, cr, uid, ids, context=None):
453 """ Set lead priority to high
455 return self.set_priority(cr, uid, ids, '1', context=context)
457 def set_normal_priority(self, cr, uid, ids, context=None):
458 """ Set lead priority to normal
460 return self.set_priority(cr, uid, ids, '3', context=context)
462 def _merge_get_result_type(self, cr, uid, opps, context=None):
464 Define the type of the result of the merge. If at least one of the
465 element to merge is an opp, the resulting new element will be an opp.
466 Otherwise it will be a lead.
468 We'll directly use a list of browse records instead of a list of ids
469 for performances' sake: it will spare a second browse of the
472 :param list opps: list of browse records containing the leads/opps to process
473 :return string type: the type of the final element
476 if (opp.type == 'opportunity'):
481 def _merge_data(self, cr, uid, ids, oldest, fields, context=None):
483 Prepare lead/opp data into a dictionary for merging. Different types
484 of fields are processed in different ways:
485 - text: all the values are concatenated
486 - m2m and o2m: those fields aren't processed
487 - m2o: the first not null value prevails (the other are dropped)
488 - any other type of field: same as m2o
490 :param list ids: list of ids of the leads to process
491 :param list fields: list of leads' fields to process
492 :return dict data: contains the merged values
494 opportunities = self.browse(cr, uid, ids, context=context)
496 def _get_first_not_null(attr):
497 for opp in opportunities:
498 if hasattr(opp, attr) and bool(getattr(opp, attr)):
499 return getattr(opp, attr)
502 def _get_first_not_null_id(attr):
503 res = _get_first_not_null(attr)
504 return res and res.id or False
506 def _concat_all(attr):
507 return '\n\n'.join(filter(lambda x: x, [getattr(opp, attr) or '' for opp in opportunities if hasattr(opp, attr)]))
509 # Process the fields' values
511 for field_name in fields:
512 field_info = self._all_columns.get(field_name)
513 if field_info is None:
515 field = field_info.column
516 if field._type in ('many2many', 'one2many'):
518 elif field._type == 'many2one':
519 data[field_name] = _get_first_not_null_id(field_name) # !!
520 elif field._type == 'text':
521 data[field_name] = _concat_all(field_name) #not lost
523 data[field_name] = _get_first_not_null(field_name) #not lost
525 # Define the resulting type ('lead' or 'opportunity')
526 data['type'] = self._merge_get_result_type(cr, uid, opportunities, context)
529 def _mail_body(self, cr, uid, lead, fields, title=False, context=None):
532 body.append("%s\n" % (title))
534 for field_name in fields:
535 field_info = self._all_columns.get(field_name)
536 if field_info is None:
538 field = field_info.column
541 if field._type == 'selection':
542 if hasattr(field.selection, '__call__'):
543 key = field.selection(self, cr, uid, context=context)
545 key = field.selection
546 value = dict(key).get(lead[field_name], lead[field_name])
547 elif field._type == 'many2one':
549 value = lead[field_name].name_get()[0][1]
550 elif field._type == 'many2many':
552 for val in lead[field_name]:
553 field_value = val.name_get()[0][1]
554 value += field_value + ","
556 value = lead[field_name]
558 body.append("%s: %s" % (field.string, value or ''))
559 return "<br/>".join(body + ['<br/>'])
561 def _merge_notify(self, cr, uid, opportunity_id, opportunities, context=None):
563 Create a message gathering merged leads/opps information.
565 #TOFIX: mail template should be used instead of fix body, subject text
567 result_type = self._merge_get_result_type(cr, uid, opportunities, context)
568 if result_type == 'lead':
569 merge_message = _('Merged leads')
571 merge_message = _('Merged opportunities')
572 subject = [merge_message]
573 for opportunity in opportunities:
574 subject.append(opportunity.name)
575 title = "%s : %s" % (opportunity.type == 'opportunity' and _('Merged opportunity') or _('Merged lead'), opportunity.name)
576 fields = list(CRM_LEAD_FIELDS_TO_MERGE)
577 details.append(self._mail_body(cr, uid, opportunity, fields, title=title, context=context))
579 # Chatter message's subject
580 subject = subject[0] + ": " + ", ".join(subject[1:])
581 details = "\n\n".join(details)
582 return self.message_post(cr, uid, [opportunity_id], body=details, subject=subject, context=context)
584 def _merge_opportunity_history(self, cr, uid, opportunity_id, opportunities, context=None):
585 message = self.pool.get('mail.message')
586 for opportunity in opportunities:
587 for history in opportunity.message_ids:
588 message.write(cr, uid, history.id, {
589 'res_id': opportunity_id,
590 'subject' : _("From %s : %s") % (opportunity.name, history.subject)
595 def _merge_opportunity_attachments(self, cr, uid, opportunity_id, opportunities, context=None):
596 attach_obj = self.pool.get('ir.attachment')
598 # return attachments of opportunity
599 def _get_attachments(opportunity_id):
600 attachment_ids = attach_obj.search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', opportunity_id)], context=context)
601 return attach_obj.browse(cr, uid, attachment_ids, context=context)
603 first_attachments = _get_attachments(opportunity_id)
604 #counter of all attachments to move. Used to make sure the name is different for all attachments
606 for opportunity in opportunities:
607 attachments = _get_attachments(opportunity.id)
608 for attachment in attachments:
609 values = {'res_id': opportunity_id,}
610 for attachment_in_first in first_attachments:
611 if attachment.name == attachment_in_first.name:
612 name = "%s (%s)" % (attachment.name, count,),
614 attachment.write(values)
617 def merge_opportunity(self, cr, uid, ids, user_id=False, section_id=False, context=None):
619 Different cases of merge:
620 - merge leads together = 1 new lead
621 - merge at least 1 opp with anything else (lead or opp) = 1 new opp
623 :param list ids: leads/opportunities ids to merge
624 :return int id: id of the resulting lead/opp
630 raise osv.except_osv(_('Warning!'), _('Please select more than one element (lead or opportunity) from the list view.'))
632 opportunities = self.browse(cr, uid, ids, context=context)
634 # Sorting the leads/opps according to the confidence level of its stage, which relates to the probability of winning it
635 # The confidence level increases with the stage sequence, except when the stage probability is 0.0 (Lost cases)
636 # An Opportunity always has higher confidence level than a lead, unless its stage probability is 0.0
637 for opportunity in opportunities:
639 if opportunity.stage_id and not opportunity.stage_id.fold:
640 sequence = opportunity.stage_id.sequence
641 sequenced_opps.append(((int(sequence != -1 and opportunity.type == 'opportunity'), sequence, -opportunity.id), opportunity))
643 sequenced_opps.sort(reverse=True)
644 opportunities = map(itemgetter(1), sequenced_opps)
645 ids = [opportunity.id for opportunity in opportunities]
646 highest = opportunities[0]
647 opportunities_rest = opportunities[1:]
649 tail_opportunities = opportunities_rest
651 fields = list(CRM_LEAD_FIELDS_TO_MERGE)
652 merged_data = self._merge_data(cr, uid, ids, highest, fields, context=context)
655 merged_data['user_id'] = user_id
657 merged_data['section_id'] = section_id
659 # Merge messages and attachements into the first opportunity
660 self._merge_opportunity_history(cr, uid, highest.id, tail_opportunities, context=context)
661 self._merge_opportunity_attachments(cr, uid, highest.id, tail_opportunities, context=context)
663 # Merge notifications about loss of information
664 opportunities = [highest]
665 opportunities.extend(opportunities_rest)
666 self._merge_notify(cr, uid, highest.id, opportunities, context=context)
667 # Check if the stage is in the stages of the sales team. If not, assign the stage with the lowest sequence
668 if merged_data.get('section_id'):
669 section_stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('section_ids', 'in', merged_data['section_id']), ('type', '=', merged_data.get('type'))], order='sequence', context=context)
670 if merged_data.get('stage_id') not in section_stage_ids:
671 merged_data['stage_id'] = section_stage_ids and section_stage_ids[0] or False
672 # Write merged data into first opportunity
673 self.write(cr, uid, [highest.id], merged_data, context=context)
674 # Delete tail opportunities
675 # We use the SUPERUSER to avoid access rights issues because as the user had the rights to see the records it should be safe to do so
676 self.unlink(cr, SUPERUSER_ID, [x.id for x in tail_opportunities], context=context)
680 def _convert_opportunity_data(self, cr, uid, lead, customer, section_id=False, context=None):
681 crm_stage = self.pool.get('crm.case.stage')
684 contact_id = self.pool.get('res.partner').address_get(cr, uid, [customer.id])['default']
686 section_id = lead.section_id and lead.section_id.id or False
688 'planned_revenue': lead.planned_revenue,
689 'probability': lead.probability,
691 'partner_id': customer and customer.id or False,
692 'user_id': (lead.user_id and lead.user_id.id),
693 'type': 'opportunity',
694 'date_action': fields.datetime.now(),
695 'date_open': fields.datetime.now(),
696 'email_from': customer and customer.email or lead.email_from,
697 'phone': customer and customer.phone or lead.phone,
699 if not lead.stage_id or lead.stage_id.type=='lead':
700 val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('type', 'in', ('opportunity', 'both'))], context=context)
703 def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None):
706 partner = self.pool.get('res.partner')
707 customer = partner.browse(cr, uid, partner_id, context=context)
708 for lead in self.browse(cr, uid, ids, context=context):
709 # TDE: was if lead.state in ('done', 'cancel'):
710 if lead.probability == 100 or (lead.probability == 0 and lead.stage_id.fold):
712 vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
713 self.write(cr, uid, [lead.id], vals, context=context)
715 if user_ids or section_id:
716 self.allocate_salesman(cr, uid, ids, user_ids, section_id, context=context)
720 def _lead_create_contact(self, cr, uid, lead, name, is_company, parent_id=False, context=None):
721 partner = self.pool.get('res.partner')
722 vals = {'name': name,
723 'user_id': lead.user_id.id,
724 'comment': lead.description,
725 'section_id': lead.section_id.id or False,
726 'parent_id': parent_id,
728 'mobile': lead.mobile,
729 'email': tools.email_split(lead.email_from) and tools.email_split(lead.email_from)[0] or False,
731 'title': lead.title and lead.title.id or False,
732 'function': lead.function,
733 'street': lead.street,
734 'street2': lead.street2,
737 'country_id': lead.country_id and lead.country_id.id or False,
738 'state_id': lead.state_id and lead.state_id.id or False,
739 'is_company': is_company,
742 partner = partner.create(cr, uid, vals, context=context)
745 def _create_lead_partner(self, cr, uid, lead, context=None):
747 if lead.partner_name and lead.contact_name:
748 partner_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
749 partner_id = self._lead_create_contact(cr, uid, lead, lead.contact_name, False, partner_id, context=context)
750 elif lead.partner_name and not lead.contact_name:
751 partner_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
752 elif not lead.partner_name and lead.contact_name:
753 partner_id = self._lead_create_contact(cr, uid, lead, lead.contact_name, False, context=context)
754 elif lead.email_from and self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0]:
755 contact_name = self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0]
756 partner_id = self._lead_create_contact(cr, uid, lead, contact_name, False, context=context)
758 raise osv.except_osv(
760 _('No customer name defined. Please fill one of the following fields: Company Name, Contact Name or Email ("Name <email@address>")')
764 def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
766 Assign a partner to a lead.
768 :param object lead: browse record of the lead to process
769 :param int partner_id: identifier of the partner to assign
770 :return bool: True if the partner has properly been assigned
773 res_partner = self.pool.get('res.partner')
775 res_partner.write(cr, uid, partner_id, {'section_id': lead.section_id and lead.section_id.id or False})
776 contact_id = res_partner.address_get(cr, uid, [partner_id])['default']
777 res = lead.write({'partner_id': partner_id}, context=context)
778 message = _("<b>Partner</b> set to <em>%s</em>." % (lead.partner_id.name))
779 self.message_post(cr, uid, [lead.id], body=message, context=context)
782 def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
784 Handle partner assignation during a lead conversion.
785 if action is 'create', create new partner with contact and assign lead to new partner_id.
786 otherwise assign lead to the specified partner_id
788 :param list ids: leads/opportunities ids to process
789 :param string action: what has to be done regarding partners (create it, assign an existing one, or nothing)
790 :param int partner_id: partner to assign if any
791 :return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
793 #TODO this is a duplication of the handle_partner_assignation method of crm_phonecall
795 # If a partner_id is given, force this partner for all elements
796 force_partner_id = partner_id
797 for lead in self.browse(cr, uid, ids, context=context):
798 # If the action is set to 'create' and no partner_id is set, create a new one
799 if action == 'create':
800 partner_id = force_partner_id or self._create_lead_partner(cr, uid, lead, context)
801 self._lead_set_partner(cr, uid, lead, partner_id, context=context)
802 partner_ids[lead.id] = partner_id
805 def allocate_salesman(self, cr, uid, ids, user_ids=None, team_id=False, context=None):
807 Assign salesmen and salesteam to a batch of leads. If there are more
808 leads than salesmen, these salesmen will be assigned in round-robin.
809 E.g.: 4 salesmen (S1, S2, S3, S4) for 6 leads (L1, L2, ... L6). They
810 will be assigned as followed: L1 - S1, L2 - S2, L3 - S3, L4 - S4,
813 :param list ids: leads/opportunities ids to process
814 :param list user_ids: salesmen to assign
815 :param int team_id: salesteam to assign
823 value['section_id'] = team_id
825 value['user_id'] = user_ids[index]
826 # Cycle through user_ids
827 index = (index + 1) % len(user_ids)
829 self.write(cr, uid, [lead_id], value, context=context)
832 def schedule_phonecall(self, cr, uid, ids, schedule_time, call_summary, desc, phone, contact_name, user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
834 :param string action: ('schedule','Schedule a call'), ('log','Log a call')
836 phonecall = self.pool.get('crm.phonecall')
837 model_data = self.pool.get('ir.model.data')
841 res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
842 categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
845 for lead in self.browse(cr, uid, ids, context=context):
847 section_id = lead.section_id and lead.section_id.id or False
849 user_id = lead.user_id and lead.user_id.id or False
851 'name': call_summary,
852 'opportunity_id': lead.id,
853 'user_id': user_id or False,
854 'categ_id': categ_id or False,
855 'description': desc or '',
856 'date': schedule_time,
857 'section_id': section_id or False,
858 'partner_id': lead.partner_id and lead.partner_id.id or False,
859 'partner_phone': phone or lead.phone or (lead.partner_id and lead.partner_id.phone or False),
860 'partner_mobile': lead.partner_id and lead.partner_id.mobile or False,
861 'priority': lead.priority,
863 new_id = phonecall.create(cr, uid, vals, context=context)
864 phonecall.write(cr, uid, [new_id], {'state': 'open'}, context=context)
866 phonecall.write(cr, uid, [new_id], {'state': 'done'}, context=context)
867 phonecall_dict[lead.id] = new_id
868 self.schedule_phonecall_send_note(cr, uid, [lead.id], new_id, action, context=context)
869 return phonecall_dict
871 def redirect_opportunity_view(self, cr, uid, opportunity_id, context=None):
872 models_data = self.pool.get('ir.model.data')
874 # Get opportunity views
875 dummy, form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor')
876 dummy, tree_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_oppor')
878 'name': _('Opportunity'),
880 'view_mode': 'tree, form',
881 'res_model': 'crm.lead',
882 'domain': [('type', '=', 'opportunity')],
883 'res_id': int(opportunity_id),
885 'views': [(form_view or False, 'form'),
886 (tree_view or False, 'tree'),
887 (False, 'calendar'), (False, 'graph')],
888 'type': 'ir.actions.act_window',
891 def redirect_lead_view(self, cr, uid, lead_id, context=None):
892 models_data = self.pool.get('ir.model.data')
895 dummy, form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_leads')
896 dummy, tree_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_leads')
900 'view_mode': 'tree, form',
901 'res_model': 'crm.lead',
902 'domain': [('type', '=', 'lead')],
903 'res_id': int(lead_id),
905 'views': [(form_view or False, 'form'),
906 (tree_view or False, 'tree'),
907 (False, 'calendar'), (False, 'graph')],
908 'type': 'ir.actions.act_window',
911 def action_makeMeeting(self, cr, uid, ids, context=None):
913 Open meeting's calendar view to schedule meeting on current opportunity.
914 :return dict: dictionary value for created Meeting view
916 opportunity = self.browse(cr, uid, ids[0], context)
917 res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
919 'default_opportunity_id': opportunity.id,
920 'default_partner_id': opportunity.partner_id and opportunity.partner_id.id or False,
921 'default_partner_ids' : opportunity.partner_id and [opportunity.partner_id.id] or False,
922 'default_user_id': uid,
923 'default_section_id': opportunity.section_id and opportunity.section_id.id or False,
924 'default_email_from': opportunity.email_from,
925 'default_name': opportunity.name,
929 def create(self, cr, uid, vals, context=None):
932 if vals.get('type') and not context.get('default_type'):
933 context['default_type'] = vals.get('type')
934 if vals.get('section_id') and not context.get('default_section_id'):
935 context['default_section_id'] = vals.get('section_id')
937 # context: no_log, because subtype already handle this
938 create_context = dict(context, mail_create_nolog=True)
939 return super(crm_lead, self).create(cr, uid, vals, context=create_context)
941 def write(self, cr, uid, ids, vals, context=None):
942 # stage change: update date_last_stage_update
943 if 'stage_id' in vals:
944 vals['date_last_stage_update'] = fields.datetime.now()
945 # stage change with new stage: update probability
946 if vals.get('stage_id') and not vals.get('probability'):
947 onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
948 vals.update(onchange_stage_values)
949 return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
951 def copy(self, cr, uid, id, default=None, context=None):
956 lead = self.browse(cr, uid, id, context=context)
957 local_context = dict(context)
958 local_context.setdefault('default_type', lead.type)
959 local_context.setdefault('default_section_id', lead.section_id)
960 if lead.type == 'opportunity':
961 default['date_open'] = fields.datetime.now()
963 default['date_open'] = False
964 default['date_closed'] = False
965 default['stage_id'] = self._get_default_stage_id(cr, uid, local_context)
966 return super(crm_lead, self).copy(cr, uid, id, default, context=context)
968 # ----------------------------------------
970 # ----------------------------------------
972 def message_get_reply_to(self, cr, uid, ids, context=None):
973 """ Override to get the reply_to of the parent project. """
974 return [lead.section_id.message_get_reply_to()[0] if lead.section_id else False
975 for lead in self.browse(cr, SUPERUSER_ID, ids, context=context)]
977 def _get_formview_action(self, cr, uid, id, context=None):
978 action = super(crm_lead, self)._get_formview_action(cr, uid, id, context=context)
979 obj = self.browse(cr, uid, id, context=context)
980 if obj.type == 'opportunity':
981 model, view_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor')
983 'views': [(view_id, 'form')],
987 def message_get_suggested_recipients(self, cr, uid, ids, context=None):
988 recipients = super(crm_lead, self).message_get_suggested_recipients(cr, uid, ids, context=context)
990 for lead in self.browse(cr, uid, ids, context=context):
992 self._message_add_suggested_recipient(cr, uid, recipients, lead, partner=lead.partner_id, reason=_('Customer'))
993 elif lead.email_from:
994 self._message_add_suggested_recipient(cr, uid, recipients, lead, email=lead.email_from, reason=_('Customer Email'))
995 except (osv.except_osv, orm.except_orm): # no read access rights -> just ignore suggested recipients because this imply modifying followers
999 def message_new(self, cr, uid, msg, custom_values=None, context=None):
1000 """ Overrides mail_thread message_new that is called by the mailgateway
1001 through message_process.
1002 This override updates the document according to the email.
1004 if custom_values is None:
1007 'name': msg.get('subject') or _("No Subject"),
1008 'email_from': msg.get('from'),
1009 'email_cc': msg.get('cc'),
1010 'partner_id': msg.get('author_id', False),
1013 if msg.get('author_id'):
1014 defaults.update(self.on_change_partner_id(cr, uid, None, msg.get('author_id'), context=context)['value'])
1015 if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
1016 defaults['priority'] = msg.get('priority')
1017 defaults.update(custom_values)
1018 return super(crm_lead, self).message_new(cr, uid, msg, custom_values=defaults, context=context)
1020 def message_update(self, cr, uid, ids, msg, update_vals=None, context=None):
1021 """ Overrides mail_thread message_update that is called by the mailgateway
1022 through message_process.
1023 This method updates the document according to the email.
1025 if isinstance(ids, (str, int, long)):
1027 if update_vals is None: update_vals = {}
1029 if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
1030 update_vals['priority'] = msg.get('priority')
1032 'cost':'planned_cost',
1033 'revenue': 'planned_revenue',
1034 'probability':'probability',
1036 for line in msg.get('body', '').split('\n'):
1038 res = tools.command_re.match(line)
1039 if res and maps.get(res.group(1).lower()):
1040 key = maps.get(res.group(1).lower())
1041 update_vals[key] = res.group(2).lower()
1043 return super(crm_lead, self).message_update(cr, uid, ids, msg, update_vals=update_vals, context=context)
1045 # ----------------------------------------
1046 # OpenChatter methods and notifications
1047 # ----------------------------------------
1049 def schedule_phonecall_send_note(self, cr, uid, ids, phonecall_id, action, context=None):
1050 phonecall = self.pool.get('crm.phonecall').browse(cr, uid, [phonecall_id], context=context)[0]
1052 message = _('Logged a call for %(date)s. %(description)s')
1054 message = _('Scheduled a call for %(date)s. %(description)s')
1055 phonecall_date = datetime.strptime(phonecall.date, tools.DEFAULT_SERVER_DATETIME_FORMAT)
1056 phonecall_usertime = fields.datetime.context_timestamp(cr, uid, phonecall_date, context=context).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
1057 html_time = "<time datetime='%s+00:00'>%s</time>" % (phonecall.date, phonecall_usertime)
1058 message = message % dict(date=html_time, description=phonecall.description)
1059 return self.message_post(cr, uid, ids, body=message, context=context)
1061 def log_meeting(self, cr, uid, ids, meeting_subject, meeting_date, duration, context=None):
1063 duration = _('unknown')
1065 duration = str(duration)
1066 message = _("Meeting scheduled at '%s'<br> Subject: %s <br> Duration: %s hour(s)") % (meeting_date, meeting_subject, duration)
1067 return self.message_post(cr, uid, ids, body=message, context=context)
1069 def onchange_state(self, cr, uid, ids, state_id, context=None):
1071 country_id=self.pool.get('res.country.state').browse(cr, uid, state_id, context).country_id.id
1072 return {'value':{'country_id':country_id}}
1075 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: